The appropriate current-state deliverable is an end-to-end visual process map that identifies the people or personas involved, the systems they interact with, process inputs, major activities, handoffs, and outcomes. This format creates a common understanding of the organization ' s existing operating model before the consultant begins defining the future-state Agentforce Financial Services architecture.
Salesforce defines business process mapping as creating a visual representation of what the business does, who performs each activity, how the process is completed, and how inputs relate to outputs. A well-structured process map can cross departmental and system boundaries and exposes dependencies and handoffs that may otherwise remain hidden.
Salesforce ' s process-mapping methodology also emphasizes identifying the process start and end points, each required step, inputs and outputs, and responsibility for the activity. Consultants should fully map the as-is state before attempting to redesign it, because an accurate baseline enables informed future-state decisions.
Screenshots, spreadsheets, and narrative documents can provide supporting detail, but they do not communicate the complete process as effectively as an end-to-end visual model. The visual map becomes the foundation for gap analysis, requirements validation, future-state process design, and subsequent Agentforce Financial Services solution architecture.
